Grant Mathew Alleyn – Financial Adviser

Adviser identifying number: 1002211
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: ALLEGRA WEALTH PTY LIMITED
Licence number: 420125
Licensee’s ABN: 65154288927
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALLEGRA WEALTH PTY LIMITED
Authorised Representative identifying number: 420125
Authorised Representative’s ABN: 65154288927

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Accounting & Computing) – UNE
• Certified Practicing Accountant – CPA
• Diploma of Financial Planning – Financial Planning Association
• Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Grant Mathew Alleyn is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility